PS Cashbook

Copy Chart of Accounts


How do I copy the Chart of Accounts from one company to another?

Detailed Description

Note that you will not be able to do this if you already have transactions in the destination company.

Step 1

  • Click on  File > Export > Chart of Accounts menu option.

Step 2

  • Choose the location you would like to save the chart of accounts to by clicking on either File of Data Warehouse.
  • Click on the OK/Tick button.

Step 3 - either on the same or different computer:

  • Select the company into which you wish to import the Chart of Accounts (via the File > Companies menu option or the dropdown list of companies in the top right corner of the Cashbook window) . Note that an error will be generated if the selected company already has transactions recorded in it.

Step 4

  • Click on the File > Import > Chart of Accounts menu option.

Step 5

  • Choose the location where you saved the exported Chart.
  • Search for and select the Chart of Accounts file you previously created.
  • Click on the Open button
  • Click on the OK button.
  • Click on the OK/Tick button.

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